HIW
IWD icon

Holos Integrated Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Holos Integrated Wealth’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.6K Sell
148
-130
-47% -$30.3K 0.02% 172
2026
Q1 		$60.2K Buy
278
+131
+89% +$28.7K 0.03% 143
2025
Q4 		$31.2K Hold
147
– – 0.02% 137
2025
Q3 		$29.3K Hold
147
– – 0.02% 138
2025
Q2 		$28.8K Hold
147
– – 0.02% 141
2025
Q1 		$27.7K Hold
147
– – 0.02% 138
2024
Q4 		$27.2K Buy
+147
New +$28.2K 0.02% 137

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Holos Integrated Wealth's IWD Position: Q2 2026 in Review

Holos Integrated Wealth reduced its iShares Russell 1000 Value ETF (IWD) stake by 47% in Q2 2026, selling an estimated $30.3K and leaving 148 shares worth $36.6K. The position accounts for 0.02% of the portfolio, ranked #172.

Holos Integrated Wealth first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $60.2K in Q1 2026. 695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Holos Integrated Wealth held 148 shares of iShares Russell 1000 Value ETF worth $36.6K as of Q2 2026.
  • Holos Integrated Wealth sold 130 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $30.3K.
  • iShares Russell 1000 Value ETF made up 0.02% of Holos Integrated Wealth's portfolio in Q2 2026, its #172 holding.
  • Holos Integrated Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's iShares Russell 1000 Value ETF position peaked at $60.2K in Q1 2026.
  • 695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.